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Mark D
Series 63, Series 65, Series 66
Destin, FL
RFG Advisory, LLC
Mark Dutram is a financial advisor at RFG Advisory, LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at LPL Financial for 16 years. Dutram is a trustee on the Destin Fire District Board of Pensions and serves as treasurer and board member of the Emerald Coast Estate Planning Council. He also contributes to financial education through the FMT Financial Educators Network at Northwest Florida College. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, and select institutional clients, utilizing a primarily discretionary investment approach with model strategies, third-party platforms, and curated access to alternative investments.
Gabriel C
Series 63, Series 65
Destin, FL
RFG Advisory, LLC
Gabriel Cook is a financial advisor at RFG Advisory, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Pinnacle Bank, Synovus Securities, Wells Fargo Clearing, and Elevate Financial Planning and Wealth Management. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a range of model strategies and third-party platforms.
Jonathan S
CFP®, Series 66
Destin, FL
RFG Advisory, LLC
Jonathan Slater is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at RFG Advisory, LLC since 2019. His prior experience includes roles at Private Client Services, LPL Financial, and First City Bank. Outside of his advisory work, he serves as board chair for AMI Kids Emerald Coast, a nonprofit focused on GED and vocational support for at-risk children. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs primarily discretionary investment strategies, utilizing model portfolios, third-party platforms, and serves as sub-adviser to multiple ETFs, with additional offerings including retirement technology and access to alternative investments.
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